He is passionate about working closely with his clients to develop financial planning strategies and investment portfolios that are specific to his clients’ needs so they can achieve both their personal and financial goals. He prides himself on his communication skills and his capacity to explain his advice in language that is easy to understand.
He has extensive knowledge in areas including portfolio construction, superannuation (including Self-Managed Super), wealth creation, retirement planning, tax strategies, Centrelink and estate planning.
Mike holds a Degree in Business Economics from the University of Liverpool (UK). He also holds a Diploma of Financial Planning (DFP) and achieved the status of a Certified Financial Planner (CFP) in 2003.